EP 0996912 A1 20000503 - SYSTEM FOR PROVIDING INVESTMENT ADVICE AND MANAGEMENT OF PENSION ASSETS
Title (en)
SYSTEM FOR PROVIDING INVESTMENT ADVICE AND MANAGEMENT OF PENSION ASSETS
Title (de)
SYSTEM ZUM VERSORGEN MIT INVESTMENTRATSCHLÄGEN UND MANAGEMENT VON PENSIONSANLAGEN
Title (fr)
SYSTEME DE CONSEILS EN INVESTISSEMENTS ET DE GESTION DE FONDS DE PENSION
Publication
Application
Priority
- US 9813786 W 19980701
- US 90041597 A 19970725
Abstract (en)
[origin: WO9905625A1] An system and method for a data processor implemented system monitor (10) for enabling individual employee participants (14) to access independent professional money management for their Benefit Plan assets adapted to separate the investment management functions and fees thereof from the participant advice function and the fees thereof. The system and method provides professional asset allocation advice services (12) to individual participants (14) of Benefit Plans for allocating their account balances in a Trust (20, 22, 24, or 26) specifically tailored to their individual risk tolerances and retirement funding needs. A worksheet (40) is used to elicit the information necessary for the investment advisor (32) to recommend the Trust (20, 22, 24, or 26) appropriate for each individual participant (14). Each Trust (20, 22, 24, 26) holds shares in a plurality of mutual funds in varying proportions.
IPC 1-7
IPC 8 full level
G06Q 40/06 (2012.01); G06F 17/00 (2006.01); G06N 99/00 (2010.01); G06Q 50/26 (2012.01)
IPC 8 main group level
G06F (2006.01)
CPC (source: EP KR US)
G06Q 20/10 (2013.01 - EP US); G06Q 40/06 (2013.01 - EP KR US)
Designated contracting state (EPC)
AT BE CH CY DE DK ES FI FR GB GR IE IT LI LU MC NL PT SE
DOCDB simple family (publication)
WO 9905625 A1 19990204; AU 737984 B2 20010906; AU 8475398 A 19990216; BR 9811546 A 20000822; CA 2297821 A1 19990204; CN 1271445 A 20001025; EP 0996912 A1 20000503; EP 0996912 A4 20020717; IL 134120 A0 20010430; IL 134120 A 20050517; JP 2001511566 A 20010814; KR 100553149 B1 20060222; KR 20010022202 A 20010315; RU 2213369 C2 20030927; US 6154732 A 20001128
DOCDB simple family (application)
US 9813786 W 19980701; AU 8475398 A 19980701; BR 9811546 A 19980701; CA 2297821 A 19980701; CN 98809421 A 19980701; EP 98935522 A 19980701; IL 13412098 A 19980701; JP 2000504532 A 19980701; KR 20007000774 A 20000124; RU 2000104524 A 19980701; US 90041597 A 19970725